BCM
Buckhead Capital Management Portfolio holdings
AUM
$259M
1-Year Return
16.71%
This Quarter Return
+2.27%
1 Year Return
+16.71%
3 Year Return
+58.82%
5 Year Return
+114.97%
10 Year Return
+218.98%
AUM
$303M
AUM Growth
-$150M
(-33%)
Cap. Flow
-$153M
Cap. Flow
% of AUM
-50.68%
Top 10 Holdings %
Top 10 Hldgs %
29.05%
Holding
175
New
–
Increased
51
Reduced
21
Closed
87
Top Buys
| 1 |
PepsiCo
PEP
|
$1.93M |
| 2 |
Comcast
CMCSA
|
$1.72M |
| 3 |
Procter & Gamble
PG
|
$1.16M |
| 4 |
Western Digital
WDC
|
$1.13M |
| 5 |
ESRX
Express Scripts Holding Company
ESRX
|
$668K |
Top Sells
| 1 |
Lincoln National
LNC
|
$8.77M |
| 2 |
ON Semiconductor
ON
|
$8.05M |
| 3 |
JPMorgan Chase
JPM
|
$7.48M |
| 4 |
WRK
WestRock Company
WRK
|
$7.45M |
| 5 |
Bank of America
BAC
|
$7.35M |
Sector Composition
| 1 | Technology | 18.28% |
| 2 | Financials | 16.25% |
| 3 | Healthcare | 14.83% |
| 4 | Consumer Staples | 9.87% |
| 5 | Industrials | 9.36% |